A complete list of active advisors currently associated with Tevis Investment Management, LLC

Warmer can help you find a great advisor at Tevis Investment Management, LLC or one who fits your needs even better.

Tevis Investment Management advises individuals and high‑net‑worth clients, delivering comprehensive portfolio management, financial planning, retirement plan advisory (fiduciary and non‑fiduciary) and access to independent third‑party money managers and alternative investments. According to its Form ADV, the firm reports $234,793,030 in assets under management across about 151 client relationships. The firm provides both discretionary and non‑discretionary services, conducts regular account reviews (at least quarterly), and deploys a blend of fundamental and technical analysis with strategies that range from long‑term holdings to shorter‑term trading, short sales and the use of ETFs, mutual funds, stocks and bonds. Tevis discloses it may recommend borrowing or margin in managed accounts for client financing needs (for example, bridge loans), and it implements rebalancing and ongoing monitoring as part of its portfolio management. Compared with many peers, Tevis’s scale per advisor is notable — the advisory team manages over $230 million with a single listed advisor, an uncommon AUM concentration for supported firms. The brochure also discloses that associated persons may be licensed insurance agents who can recommend insurance products, that the firm uses the Advyzon platform for reporting and performance evaluation, and that it maintains SMS and privacy practices for client communications, all of which are specific operational features highlighted in its Form ADV.

To learn more about the advisors currently working at Tevis Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.